The challenges of a New Year

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I have been reading the excellent article by Martin Bamford about the expected blue water between financial salespeople and true advisers which are thought provoking. In addition, Phil Calvert documents the power that the internet can hold in the successful marketing your business. Again excellent work.

Both of these issues do focus the mind on how you create a better business for yourself by December 2007. I have been focussed on this subject and have undertaken a presentation on the subject at a recent Institute of Financial Planning meeting in Guildford, Surrey. Many of us in the IFA community will confirm that 2006 was a good year, and other than unforeseen interest rate changes, 2007 looks like another good year for advice and service. But what can be done to help your commercial marketing strategy forward? Here are some ideas for consideration: Update your website regularly w...

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